Customer messages
Connect supported email, WhatsApp Business or Facebook accounts. Review drafted replies and keep the next step clear.
Messages and connections →Trade PA for air conditioning & refrigeration engineers
Keep equipment details with the visit and the follow-up.
Organise service enquiries, unit references, repair scopes and invoices so the next visit starts with the right context.
30-day free trial · No card required · iPhone, Android & web
Speak or type to EveKeep the customer with the jobReview before sending
A working example
From the first enquiry
to the last bit of admin.
This is an illustrative workflow using the existing shared tools in Trade PA. Your technical decisions and prices stay yours.
Capture the enquiry
Your inspection identifies a replacement part. The customer needs a separate repair price and a return appointment. Save the customer, property and reported work in the job record.
Make the scope clear
Record what you have checked before you commit to the work:
- Equipment make, model and location
- Your service findings and work completed
- Verified part reference and supplier cost
- Access, return visit and commissioning scope
Prepare the quote and book the visit
Invoice the service and quote the additional repair using your technical findings and costs. Review the draft, send it when ready and add the agreed visit to your diary.
Finish the job and follow through
Keep equipment references and completed-work notes together. Add a reminder for the agreed follow-up or maintenance contact.
Give Eve a specific job
Your words.
A useful first draft.
Speak or type the task, supply the relevant job details and your prices, then check the result before sending anything to the customer.
Explore Eve →Example request · not a live conversation
“Draft a repair quote using my inspection notes and supplier price. Include the return visit and keep it separate from the service invoice.”
Use a fictional job to try the workflow first. Add your own figures when you are ready.
The tools around the work
One place for the next action.
Quotes and invoices
Turn the scope and prices you provide into customer paperwork. Track the work and follow up unpaid invoices.
Quotes and payments →Jobs and appointments
Keep customer details, job notes and booked visits together. Add reminders for the follow-up you have agreed.
Jobs and customers →Connections need setup. Plans include different usage allowances; optional business-phone services cost extra. Check the current plan details.
A few things to know.
Does it replace refrigerant records or technical calculations?
Do not assume it replaces a specialist compliance system. You maintain required technical records and make the engineering decisions; these pages cover job and customer admin.
Is this a separate app for air conditioning & refrigeration engineers?
No. It is the same Trade PA app, with examples showing how the shared tools fit this trade. Use your own scope, prices and job details to make it fit the way you work.
What should I try first?
Create a test customer and a draft for “service an air-conditioning unit and quote a repair”. Add your own scope and prices, check the wording, then explore the appointment and invoice tools. You can review the draft without sending it.
Work across more than one trade?
Explore the related workflows.
Electrical & energy
Electricians
Keep every change connected to the electrical job.
See how it works Plumbing & heatingHeating & gas engineers
Keep the service visit and the admin in the same place.
See how it works Electrical & energySolar & heat-pump installers
Keep the approved specification and customer decisions aligned.
See how it worksStart with one job
Put your next bit of admin
in Eve’s hands.
Try the workflow with your business and check the result for yourself.
30-day free trial · No card required · iPhone, Android & web
